Purchases and Sales Made in Q4 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q4 2023. The information is specifically focused on institutions that hold shares of ARES CAPITAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.7K+ 2.22% |
$1.26M - $1.37M
|
3.12M
$67.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
66.9K+ 3.54% |
$1.25M - $1.35M
|
1.95M
$42.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
62.1KNew |
$1.16M - $1.25M
|
62.1K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
57.7KNew |
$1.08M - $1.17M
|
57.7K
$1.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
57.3KNew |
$1.07M - $1.16M
|
57.3K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
57.1KNew |
$1.07M - $1.15M
|
57.1K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
55.5KNew |
$1.04M - $1.12M
|
55.5K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
55.2KNew |
$1.03M - $1.12M
|
55.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
54.8KNew |
$1.02M - $1.11M
|
54.8K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
53.1K+ 28.28% |
$992K - $1.07M
|
241K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
47.2KNew |
$881K - $954K
|
47.2K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.1K+ 16.46% |
$860K - $932K
|
326K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
43.8K+ 15.47% |
$818K - $886K
|
327K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
43.3K+ 25.75% |
$808K - $875K
|
211K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.9K+ 69.39% |
$782K - $847K
|
102K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
41.8K+ 34.28% |
$780K - $844K
|
164K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.7KNew |
$722K - $782K
|
38.7K
$835K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
38.5KNew |
$718K - $778K
|
38.5K
$831K
|
|
|
Jan 18, 2024
Q4 2023
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
37.5K+ 5.95% |
$700K - $758K
|
668K
$14.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
37.2KNew |
$693K - $751K
|
37.2K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.9K+ 2.49% |
$689K - $746K
|
1.52M
$32.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 4.62% |
$684K - $740K
|
829K
$17.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.3K+ 32.95% |
$677K - $733K
|
146K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36K+ 22.78% |
$672K - $728K
|
194K
$4.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.9K+ 42.34% |
$669K - $725K
|
121K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
34.7K+ 53.55% |
$647K - $701K
|
99.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.7K+ 42.27% |
$628K - $681K
|
113K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
33.3KNew |
$621K - $673K
|
33.3K
$718K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
33.2K+ 43.12% |
$620K - $672K
|
110K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33K+ 25.4% |
$617K - $668K
|
163K
$3.52M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
32.5KNew |
$607K - $658K
|
32.5K
$702K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31K+ 10.87% |
$579K - $627K
|
317K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
30KNew |
$559K - $606K
|
30K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30K+ 380.62% |
$559K - $606K
|
37.8K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$555K - $601K
|
29.7K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.4K+ 1.39% |
$549K - $595K
|
2.15M
$46.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29.1KNew |
$543K - $588K
|
29.1K
$627K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.4KNew |
$530K - $574K
|
28.4K
$612K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
28.4KNew |
$529K - $573K
|
28.4K
$612K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
26.7KNew |
$498K - $540K
|
26.7K
$576K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
26.4KNew |
$492K - $533K
|
26.4K
$568K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
26.2K+ 28.93% |
$489K - $529K
|
117K
$2.52M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
25.2KNew |
$470K - $509K
|
25.2K
$543K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
25K+ 138.89% |
$467K - $505K
|
43K
$928K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
24.3KNew |
$454K - $491K
|
24.3K
$524K
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
24.3K+ 1.2% |
$453K - $491K
|
2.05M
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.9KNew |
$427K - $462K
|
22.9K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
22.8K+ 1788.57% |
$426K - $462K
|
24.1K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
22.3KNew |
$416K - $450K
|
22.3K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.1K+ 23.97% |
$412K - $446K
|
114K
$2.46M
|